Rich is a second generation financial advisor. Mentored by his father, Rich learned the importance of financial planning at an early age. Rich became licensed as a financial advisor in 1983 and for over 30 years, has been managing his portfolio of clients. His mission is to help his clients stay on course in diversified investments to meet their personal financial goals. Rich prides himself on knowing his clients personally, to be able to customize a plan that fits their life objectives. Rich has his series 6, 7, 63, and 65 securities licenses, along with life insurance and annuities licenses. Rich resides in his hometown of Wexford, PA with his wife Linda. He has 2 grown children. He is actively involved with community and church activities. Away from business, he enjoys working outdoors, attending hockey games, traveling and spending time with family and friends.
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